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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,268 | $196,972-77.5% | $182,262-75.7% | $198,609-77.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.75% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-186.0pp |
| Employer contribution / active EE | $4,504 | $5,364-16.0% | $5,046-10.7% | $5,055-10.9% |
| Participant deferral / active EE | $6,330 | $8,643-26.8% | $8,276-23.5% | $6,977-9.3% |
| Admin fee / account holder | $7,771 | $18,429-57.8% | $16,712-53.5% | $19,030-59.2% |